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Table of Contents
- स्मॉल कॅप म्युच्युअल फंड म्हणजे काय?
- FY 22 - 23 मध्ये गुंतवणूक करण्यासाठी टॉप 10 सर्वोत्तम स्मॉल कॅप फंड
- तुम्ही स्मॉल कॅप फंडात गुंतवणूक का करावी?
- स्मॉल कॅप म्युच्युअल फंडात कोणी गुंतवणूक करावी
- स्मॉल कॅप फंड्समध्ये ऑनलाइन गुंतवणूक कशी करावी?
- सर्वोत्कृष्ट स्मॉल कॅप इक्विटी फंडांमध्ये गुंतवणूक करण्यासाठी टिपा
Top 10 Equity - Small Cap Funds
10 सर्वोत्कृष्ट स्मॉल कॅप म्युच्युअल फंड 2022
स्मॉल कॅप्स सामान्यत: a सह फर्म्स म्हणून परिभाषित केल्या जातातबाजार कॅपिटलायझेशन (MC=कंपनीने जारी केलेल्या शेअर्सची संख्या X बाजार किंमत प्रति शेअर) INR 500 कोटी पेक्षा कमी. स्मॉल कॅप कंपन्या या तरुण कंपन्या आहेत ज्यांच्याकडे दीर्घकाळ टिकून राहण्यासाठी मोठी क्षमता आहे. परंतु, मोठ्या आणि तुलनेत लहान कॅप्ससह अपयशाचा धोका जास्त असतोमिड-कॅप कंपन्या
शोधत आहेसर्वोत्तम स्मॉल कॅप म्युच्युअल फंड? बरं, स्मॉल-कॅप फंड हे दीर्घकालीन संपत्ती निर्मितीच्या सर्वोत्तम साधनांपैकी एक आहेतआर्थिक उद्दिष्टे. या आर्थिक उद्दिष्टांमध्ये मुलाच्या शिक्षणाचा समावेश असू शकतो,निवृत्ती नियोजन, इ.
तथापि, स्मॉल-कॅप फंड पोर्टफोलिओमध्ये विविधता आणण्यास मदत करतात आणि गुंतवणूकदार एकंदर पोर्टफोलिओमध्ये थोडेसे वाटप (5-10%) करू शकतात जे दीर्घ गुंतवणूक कालावधीत मागे टाकू शकतात.
स्मॉल कॅप म्युच्युअल फंड म्हणजे काय?
स्मॉल-कॅप्सची व्याख्या "पूर्ण बाजार भांडवलाच्या दृष्टीने 251 वी कंपनी" अशी केली जाते. नियमांनुसार, स्मॉल-कॅप फंडांच्या पोर्टफोलिओमध्ये त्याच्या एकूण मालमत्तेच्या किमान 65 टक्के स्मॉल-कॅप समभागांमध्ये असणे आवश्यक आहे. गुंतवणूकदार दीर्घकाळात त्यांचा परतावा जास्तीत जास्त मिळवू इच्छित आहेत आणि ज्यांना उच्च-जोखीम भूक, स्मॉल-कॅप फंडांमध्ये त्यांच्या गुंतवणुकीची योजना करू शकतात. स्मॉल-कॅप्सची अस्थिरता सहन करण्यास सक्षम असावे. हे फंड बुल मार्केटमध्ये सर्वाधिक वाढू शकतात आणि बेअर मार्केटमध्ये सर्वात जास्त घसरण देखील होऊ शकतात. इष्टतम परतावा मिळविण्यासाठी, अगुंतवणूकदार किमान तीन-पाच वर्षांपेक्षा जास्त गुंतवणूक करावी.
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स्मॉल-कॅप फंडांच्या मागील कामगिरीवर नजर टाकल्यास, 9 जानेवारी 2012 पर्यंत, स्मॉल-कॅप फंडांचा सरासरी तीन वर्षांचा परतावा मिड आणि स्मॉल-कॅप फंडांच्या 24 टक्क्यांच्या तुलनेत 25.5 टक्के होता. लार्ज-कॅपचा सरासरी तीन वर्षांचा परतावाइक्विटी फंड 9 जानेवारी 2012 रोजी 17.518 टक्के होता. स्मॉल-कॅप स्पेसमध्ये अनेक कंपन्या आहेत ज्यात भविष्यात यशोगाथा बनण्याची क्षमता आहे.
FY 22 - 23 मध्ये गुंतवणूक करण्यासाठी टॉप 10 सर्वोत्तम स्मॉल कॅप फंड
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) Nippon India Small Cap Fund Growth ₹175.149
↓ -3.89 ₹61,646 -3.5 3.6 31.1 29.3 35.8 48.9 L&T Emerging Businesses Fund Growth ₹89.2118
↓ -1.79 ₹16,920 -0.3 6.4 32.8 27.3 31.8 46.1 DSP BlackRock Small Cap Fund Growth ₹199.969
↓ -4.09 ₹16,307 -1.4 9.5 29.3 23.3 31.1 41.2 Kotak Small Cap Fund Growth ₹274.856
↓ -4.95 ₹17,732 -3.7 5.3 29.3 19.7 30.9 34.8 IDBI Small Cap Fund Growth ₹33.6557
↓ -0.54 ₹411 0.4 8.8 43.3 26.3 30.6 33.4 Franklin India Smaller Companies Fund Growth ₹179.247
↓ -3.58 ₹14,045 -3.9 0.6 27.2 27.6 29.6 52.1 HDFC Small Cap Fund Growth ₹139.012
↓ -3.03 ₹33,842 -1.9 4.9 23.8 24.8 29.6 44.8 Sundaram Small Cap Fund Growth ₹258.852
↓ -6.19 ₹3,424 -4.8 5.3 22.9 21.8 28.5 45.3 ICICI Prudential Smallcap Fund Growth ₹86.42
↓ -1.59 ₹8,375 -5.9 -0.3 19.7 21.1 27.7 37.9 SBI Small Cap Fund Growth ₹179.026
↓ -3.80 ₹33,285 -4.1 2.1 28.5 21.1 27.4 25.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Dec 24 100 कोटी & क्रमवारी लावली5 वर्षCAGR परतावा.
The primary investment objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related instruments of small cap companies and the secondary objective is to generate consistent returns by investing in debt and money market securities. Nippon India Small Cap Fund is a Equity - Small Cap fund was launched on 16 Sep 10. It is a fund with Moderately High risk and has given a Below is the key information for Nippon India Small Cap Fund Returns up to 1 year are on To generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related securities, including equity derivatives, in the Indian markets with key theme focus being emerging companies (small cap stocks). The Scheme could also additionally invest in Foreign Securities. L&T Emerging Businesses Fund is a Equity - Small Cap fund was launched on 12 May 14. It is a fund with High risk and has given a Below is the key information for L&T Emerging Businesses Fund Returns up to 1 year are on (Erstwhile DSP BlackRock Micro Cap Fund) The primary investment objective is to seek to generate long term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of small cap companies. From time to time, the fund manager will also seek participation in other equity and equity related securities to achieve optimal portfolio construction. There is no assurance that the investment objective of the Scheme will be realized DSP BlackRock Small Cap Fund is a Equity - Small Cap fund was launched on 14 Jun 07. It is a fund with Moderately High risk and has given a Below is the key information for DSP BlackRock Small Cap Fund Returns up to 1 year are on (Erstwhile Kotak Midcap Scheme) The investment objective of the Scheme is to generate capital appreciation from a diversified portfolio of equity and equity related securities. Kotak Small Cap Fund is a Equity - Small Cap fund was launched on 24 Feb 05. It is a fund with Moderately High risk and has given a Below is the key information for Kotak Small Cap Fund Returns up to 1 year are on The Investment objective of the Scheme is to provide investors with the opportunities for long-term capital appreciation by investing predominantly in Equity and Equity related instruments of Small Cap companies. However
there can be no assurance that the investment objective under the Scheme will be realized. IDBI Small Cap Fund is a Equity - Small Cap fund was launched on 21 Jun 17. It is a fund with Moderately High risk and has given a Below is the key information for IDBI Small Cap Fund Returns up to 1 year are on The Fund seeks to provide long-term capital appreciation by investing in mid and small cap companies. Franklin India Smaller Companies Fund is a Equity - Small Cap fund was launched on 13 Jan 06. It is a fund with Moderately High risk and has given a Below is the key information for Franklin India Smaller Companies Fund Returns up to 1 year are on To provide long-term capital appreciation by investing predominantly in Small-Cap and Mid-Cap companies. HDFC Small Cap Fund is a Equity - Small Cap fund was launched on 3 Apr 08. It is a fund with Moderately High risk and has given a Below is the key information for HDFC Small Cap Fund Returns up to 1 year are on (Erstwhile Sundaram SMILE Fund) To primarily achieve capital appreciation by
investing in diversified stocks that are
generally termed as small and mid-caps and
by investing in other equities. Sundaram Small Cap Fund is a Equity - Small Cap fund was launched on 15 Feb 05. It is a fund with Moderately High risk and has given a Below is the key information for Sundaram Small Cap Fund Returns up to 1 year are on (Erstwhile ICICI Prudential Indo Asia Equity Fund) ICICI Prudential Indo Asia Equity Fund is an OE equity scheme that seeks to generate long term capital appreciation by investing in equity, equity related securities and or share classes/units of equity funds of companies, which are incorporated or have their area of primary activity, in the Asia Pacific region. Initially the Scheme will invest in share classes of International Opportunities Fund Asian Equity Fund and thereafter the Fund Manager of the Indo Asia Equity Fund may choose to make investment in listed equity shares, securities in the Asia Pacific region. However, there can be no assurance that the investment objective of the Scheme will be realized. ICICI Prudential Smallcap Fund is a Equity - Small Cap fund was launched on 18 Oct 07. It is a fund with Moderately High risk and has given a Below is the key information for ICICI Prudential Smallcap Fund Returns up to 1 year are on (Erstwhile SBI Small & Midcap Fund) The Scheme seeks to generate income and long term capital appreciation by
investing in a diversified portfolio of predominantly in equity and equity related securities of small & midcap Companies SBI Small Cap Fund is a Equity - Small Cap fund was launched on 9 Sep 09. It is a fund with Moderately High risk and has given a Below is the key information for SBI Small Cap Fund Returns up to 1 year are on 1. Nippon India Small Cap Fund
CAGR/Annualized return of 22.2% since its launch. Ranked 6 in Small Cap category. Return for 2023 was 48.9% , 2022 was 6.5% and 2021 was 74.3% . Nippon India Small Cap Fund
Growth Launch Date 16 Sep 10 NAV (20 Dec 24) ₹175.149 ↓ -3.89 (-2.18 %) Net Assets (Cr) ₹61,646 on 30 Nov 24 Category Equity - Small Cap AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.55 Sharpe Ratio 1.72 Information Ratio 0.79 Alpha Ratio 5.3 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Nov 19 ₹10,000 30 Nov 20 ₹12,157 30 Nov 21 ₹21,339 30 Nov 22 ₹24,664 30 Nov 23 ₹34,135 30 Nov 24 ₹45,838 Returns for Nippon India Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Dec 24 Duration Returns 1 Month 3.6% 3 Month -3.5% 6 Month 3.6% 1 Year 31.1% 3 Year 29.3% 5 Year 35.8% 10 Year 15 Year Since launch 22.2% Historical performance (Yearly) on absolute basis
Year Returns 2023 48.9% 2022 6.5% 2021 74.3% 2020 29.2% 2019 -2.5% 2018 -16.7% 2017 63% 2016 5.6% 2015 15.1% 2014 97.6% Fund Manager information for Nippon India Small Cap Fund
Name Since Tenure Samir Rachh 2 Jan 17 7.92 Yr. Kinjal Desai 25 May 18 6.53 Yr. Data below for Nippon India Small Cap Fund as on 30 Nov 24
Equity Sector Allocation
Sector Value Industrials 26.18% Financial Services 13.18% Basic Materials 12.06% Consumer Cyclical 11.88% Technology 9.71% Consumer Defensive 8.09% Health Care 7.17% Communication Services 1.9% Utility 1.79% Energy 1.7% Real Estate 0.59% Asset Allocation
Asset Class Value Cash 4.95% Equity 95.05% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 22 | HDFCBANK2% ₹1,194 Cr 6,650,000 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 28 Feb 21 | MCX2% ₹1,145 Cr 1,851,010 Kirloskar Brothers Ltd (Industrials)
Equity, Since 31 Oct 12 | KIRLOSBROS2% ₹1,020 Cr 4,472,130 Apar Industries Ltd (Industrials)
Equity, Since 31 Mar 17 | APARINDS1% ₹908 Cr 899,271 Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 30 Apr 18 | TIINDIA1% ₹897 Cr 2,499,222 Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Nov 18 | DIXON1% ₹810 Cr 512,355 ELANTAS Beck India Ltd (Basic Materials)
Equity, Since 28 Feb 13 | 5001231% ₹794 Cr 614,625 State Bank of India (Financial Services)
Equity, Since 31 Oct 19 | SBIN1% ₹763 Cr 9,100,000 Tejas Networks Ltd (Technology)
Equity, Since 30 Jun 17 | TEJASNET1% ₹761 Cr 5,763,697 Karur Vysya Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | KARURVYSYA1% ₹752 Cr 31,784,062 2. L&T Emerging Businesses Fund
CAGR/Annualized return of 22.9% since its launch. Ranked 2 in Small Cap category. Return for 2023 was 46.1% , 2022 was 1% and 2021 was 77.4% . L&T Emerging Businesses Fund
Growth Launch Date 12 May 14 NAV (20 Dec 24) ₹89.2118 ↓ -1.79 (-1.96 %) Net Assets (Cr) ₹16,920 on 31 Oct 24 Category Equity - Small Cap AMC L&T Investment Management Ltd Rating ☆☆☆☆☆ Risk High Expense Ratio 1.73 Sharpe Ratio 1.51 Information Ratio 0.26 Alpha Ratio 2.49 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Nov 19 ₹10,000 30 Nov 20 ₹10,894 30 Nov 21 ₹19,240 30 Nov 22 ₹21,023 30 Nov 23 ₹29,366 30 Nov 24 ₹38,725 Returns for L&T Emerging Businesses Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Dec 24 Duration Returns 1 Month 6.5% 3 Month -0.3% 6 Month 6.4% 1 Year 32.8% 3 Year 27.3% 5 Year 31.8% 10 Year 15 Year Since launch 22.9% Historical performance (Yearly) on absolute basis
Year Returns 2023 46.1% 2022 1% 2021 77.4% 2020 15.5% 2019 -8.1% 2018 -13.7% 2017 66.5% 2016 10.2% 2015 12.3% 2014 Fund Manager information for L&T Emerging Businesses Fund
Name Since Tenure Venugopal Manghat 17 Dec 19 4.96 Yr. Cheenu Gupta 1 Oct 23 1.17 Yr. Sonal Gupta 1 Oct 23 1.17 Yr. Data below for L&T Emerging Businesses Fund as on 31 Oct 24
Equity Sector Allocation
Sector Value Industrials 31.33% Consumer Cyclical 15.35% Financial Services 14.41% Basic Materials 12.12% Technology 8.54% Real Estate 5.16% Health Care 3.86% Consumer Defensive 3.52% Energy 1.51% Asset Allocation
Asset Class Value Cash 1.78% Equity 98.22% Top Securities Holdings / Portfolio
Name Holding Value Quantity Apar Industries Ltd (Industrials)
Equity, Since 31 Mar 17 | APARINDS3% ₹458 Cr 455,400
↓ -50,000 Aditya Birla Real Estate Ltd (Basic Materials)
Equity, Since 30 Sep 22 | 5000403% ₹441 Cr 1,607,279 Neuland Laboratories Limited
Equity, Since 31 Jan 24 | -2% ₹410 Cr 281,022 Kirloskar Pneumatic Co Ltd (Industrials)
Equity, Since 31 Aug 22 | 5052832% ₹406 Cr 2,444,924
↑ 127,474 BSE Ltd (Financial Services)
Equity, Since 29 Feb 24 | BSE2% ₹395 Cr 884,500
↑ 108,253 Techno Electric & Engineering Co Ltd (Industrials)
Equity, Since 31 Jan 19 | TECHNOE2% ₹387 Cr 2,473,042 Trent Ltd (Consumer Cyclical)
Equity, Since 31 Jan 17 | 5002512% ₹383 Cr 537,550
↓ -42,850 Brigade Enterprises Ltd (Real Estate)
Equity, Since 31 Jul 19 | 5329292% ₹341 Cr 2,891,084 NCC Ltd (Industrials)
Equity, Since 28 Feb 21 | NCC2% ₹337 Cr 11,291,100 Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Jul 20 | DIXON2% ₹335 Cr 238,273 3. DSP BlackRock Small Cap Fund
CAGR/Annualized return of 18.6% since its launch. Ranked 7 in Small Cap category. Return for 2023 was 41.2% , 2022 was 0.5% and 2021 was 58.9% . DSP BlackRock Small Cap Fund
Growth Launch Date 14 Jun 07 NAV (20 Dec 24) ₹199.969 ↓ -4.09 (-2.00 %) Net Assets (Cr) ₹16,307 on 30 Nov 24 Category Equity - Small Cap AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.86 Sharpe Ratio 1.19 Information Ratio 0 Alpha Ratio 0 Min Investment 1,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Nov 19 ₹10,000 30 Nov 20 ₹12,943 30 Nov 21 ₹20,662 30 Nov 22 ₹22,033 30 Nov 23 ₹29,861 30 Nov 24 ₹38,118 Returns for DSP BlackRock Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Dec 24 Duration Returns 1 Month 5.2% 3 Month -1.4% 6 Month 9.5% 1 Year 29.3% 3 Year 23.3% 5 Year 31.1% 10 Year 15 Year Since launch 18.6% Historical performance (Yearly) on absolute basis
Year Returns 2023 41.2% 2022 0.5% 2021 58.9% 2020 33.1% 2019 0.7% 2018 -25.5% 2017 42.8% 2016 12.7% 2015 20.4% 2014 101.8% Fund Manager information for DSP BlackRock Small Cap Fund
Name Since Tenure Vinit Sambre 21 Jun 10 14.46 Yr. Resham Jain 16 Mar 18 6.72 Yr. Data below for DSP BlackRock Small Cap Fund as on 30 Nov 24
Equity Sector Allocation
Sector Value Consumer Cyclical 31.74% Basic Materials 20.49% Industrials 16.97% Health Care 8.7% Consumer Defensive 7.34% Financial Services 4.08% Technology 3.74% Communication Services 1.09% Utility 0.2% Asset Allocation
Asset Class Value Cash 5.67% Equity 94.33% Top Securities Holdings / Portfolio
Name Holding Value Quantity Jubilant Ingrevia Ltd Ordinary Shares (Basic Materials)
Equity, Since 31 Dec 22 | JUBLINGREA4% ₹569 Cr 7,937,996 eClerx Services Ltd (Technology)
Equity, Since 28 Feb 18 | ECLERX3% ₹508 Cr 1,746,352 Suprajit Engineering Ltd (Consumer Cyclical)
Equity, Since 30 Jun 14 | SUPRAJIT3% ₹476 Cr 9,260,495 Welspun Corp Ltd (Basic Materials)
Equity, Since 31 Mar 21 | 5321443% ₹473 Cr 6,500,000
↑ 203,304 Dodla Dairy Ltd (Consumer Defensive)
Equity, Since 30 Jun 21 | 5433063% ₹431 Cr 3,620,969
↑ 82,779 Techno Electric & Engineering Co Ltd (Industrials)
Equity, Since 31 Jan 19 | TECHNOE2% ₹391 Cr 2,500,000 Triveni Engineering & Industries Ltd (Consumer Defensive)
Equity, Since 31 Aug 17 | 5323562% ₹379 Cr 9,143,737 LT Foods Ltd (Consumer Defensive)
Equity, Since 31 Dec 17 | 5327832% ₹375 Cr 9,623,118
↓ -376,882 Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 31 Dec 21 | 5230252% ₹360 Cr 1,629,601 Ipca Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 14 | 5244942% ₹358 Cr 2,254,904
↓ -86,395 4. Kotak Small Cap Fund
CAGR/Annualized return of 18.2% since its launch. Ranked 23 in Small Cap category. Return for 2023 was 34.8% , 2022 was -3.1% and 2021 was 70.9% . Kotak Small Cap Fund
Growth Launch Date 24 Feb 05 NAV (20 Dec 24) ₹274.856 ↓ -4.95 (-1.77 %) Net Assets (Cr) ₹17,732 on 30 Nov 24 Category Equity - Small Cap AMC Kotak Mahindra Asset Management Co Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.67 Sharpe Ratio 1.62 Information Ratio -0.75 Alpha Ratio 5.83 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Nov 19 ₹10,000 30 Nov 20 ₹12,833 30 Nov 21 ₹22,884 30 Nov 22 ₹22,932 30 Nov 23 ₹29,052 30 Nov 24 ₹38,342 Returns for Kotak Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Dec 24 Duration Returns 1 Month 3.2% 3 Month -3.7% 6 Month 5.3% 1 Year 29.3% 3 Year 19.7% 5 Year 30.9% 10 Year 15 Year Since launch 18.2% Historical performance (Yearly) on absolute basis
Year Returns 2023 34.8% 2022 -3.1% 2021 70.9% 2020 34.2% 2019 5% 2018 -17.3% 2017 44% 2016 8.9% 2015 7.4% 2014 74% Fund Manager information for Kotak Small Cap Fund
Name Since Tenure Harish Bihani 20 Oct 23 1.12 Yr. Data below for Kotak Small Cap Fund as on 30 Nov 24
Equity Sector Allocation
Sector Value Industrials 33% Consumer Cyclical 20.66% Basic Materials 14.66% Health Care 13.16% Technology 3.54% Real Estate 3.51% Financial Services 3.51% Consumer Defensive 3.23% Communication Services 2.54% Asset Allocation
Asset Class Value Cash 2.18% Equity 97.82% Top Securities Holdings / Portfolio
Name Holding Value Quantity Cyient Ltd (Industrials)
Equity, Since 31 Dec 19 | CYIENT3% ₹583 Cr 3,174,852 Techno Electric & Engineering Co Ltd (Industrials)
Equity, Since 31 Dec 18 | TECHNOE3% ₹557 Cr 3,559,792 Century Plyboards (India) Ltd (Basic Materials)
Equity, Since 31 Oct 18 | 5325483% ₹539 Cr 6,353,571 Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 31 Jan 18 | RATNAMANI3% ₹489 Cr 1,328,764 Blue Star Ltd (Industrials)
Equity, Since 31 May 18 | BLUESTARCO3% ₹471 Cr 2,518,929
↓ -97,744 Krishna Institute of Medical Sciences Ltd (Healthcare)
Equity, Since 31 Dec 23 | 5433083% ₹441 Cr 8,096,930 Vijaya Diagnostic Centre Ltd (Healthcare)
Equity, Since 31 Mar 24 | 5433502% ₹439 Cr 4,397,621 Sansera Engineering Ltd (Consumer Cyclical)
Equity, Since 30 Sep 21 | 5433582% ₹395 Cr 2,596,496 Alembic Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Jan 22 | APLLTD2% ₹387 Cr 3,427,766 V-Mart Retail Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | VMART2% ₹384 Cr 902,098 5. IDBI Small Cap Fund
CAGR/Annualized return of 17.6% since its launch. Return for 2023 was 33.4% , 2022 was 2.4% and 2021 was 64.7% . IDBI Small Cap Fund
Growth Launch Date 21 Jun 17 NAV (20 Dec 24) ₹33.6557 ↓ -0.54 (-1.59 %) Net Assets (Cr) ₹411 on 30 Nov 24 Category Equity - Small Cap AMC IDBI Asset Management Limited Rating Risk Moderately High Expense Ratio 2.3 Sharpe Ratio 2.03 Information Ratio 0.03 Alpha Ratio 10.9 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Nov 19 ₹10,000 30 Nov 20 ₹11,205 30 Nov 21 ₹19,152 30 Nov 22 ₹21,049 30 Nov 23 ₹26,022 30 Nov 24 ₹37,374 Returns for IDBI Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Dec 24 Duration Returns 1 Month 5.8% 3 Month 0.4% 6 Month 8.8% 1 Year 43.3% 3 Year 26.3% 5 Year 30.6% 10 Year 15 Year Since launch 17.6% Historical performance (Yearly) on absolute basis
Year Returns 2023 33.4% 2022 2.4% 2021 64.7% 2020 19% 2019 -4.4% 2018 -15% 2017 2016 2015 2014 Fund Manager information for IDBI Small Cap Fund
Name Since Tenure Nikhil Rungta 1 Jul 24 0.42 Yr. Mahesh Bendre 1 Jul 24 0.42 Yr. Data below for IDBI Small Cap Fund as on 30 Nov 24
Equity Sector Allocation
Sector Value Industrials 37.66% Consumer Cyclical 15.15% Basic Materials 12.28% Health Care 7.12% Technology 5.65% Utility 5% Financial Services 4.58% Consumer Defensive 4.27% Real Estate 2.79% Communication Services 2.2% Asset Allocation
Asset Class Value Cash 2.85% Equity 97.15% Top Securities Holdings / Portfolio
Name Holding Value Quantity JTL Industries Ltd (Basic Materials)
Equity, Since 31 Jul 24 | 5346003% ₹13 Cr 1,263,574
↑ 291,276 Shakti Pumps (India) Ltd (Industrials)
Equity, Since 31 Mar 24 | SHAKTIPUMP3% ₹11 Cr 142,830
↓ -8,310 Kilburn Engineering Ltd (Industrials)
Equity, Since 30 Nov 24 | 5221013% ₹11 Cr 215,000
↑ 215,000 Himatsingka Seide Ltd (Consumer Cyclical)
Equity, Since 31 Oct 24 | HIMATSEIDE2% ₹10 Cr 545,700 TD Power Systems Ltd (Industrials)
Equity, Since 31 Aug 23 | TDPOWERSYS2% ₹10 Cr 224,441 Artemis Medicare Services Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Oct 23 | 5429192% ₹10 Cr 296,517 Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 28 Feb 21 | KIRLOSENG2% ₹10 Cr 86,263 Piramal Pharma Ltd (Healthcare)
Equity, Since 30 Sep 23 | PPLPHARMA2% ₹10 Cr 358,586 Garware Hi-Tech Films Ltd (Basic Materials)
Equity, Since 31 Aug 23 | 5006552% ₹10 Cr 19,459
↓ -8,280 Hi-Tech Pipes Ltd (Basic Materials)
Equity, Since 31 Oct 24 | HITECH2% ₹10 Cr 582,210 6. Franklin India Smaller Companies Fund
CAGR/Annualized return of 16.5% since its launch. Ranked 11 in Small Cap category. Return for 2023 was 52.1% , 2022 was 3.6% and 2021 was 56.4% . Franklin India Smaller Companies Fund
Growth Launch Date 13 Jan 06 NAV (20 Dec 24) ₹179.247 ↓ -3.58 (-1.96 %) Net Assets (Cr) ₹14,045 on 30 Nov 24 Category Equity - Small Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.78 Sharpe Ratio 1.42 Information Ratio 0.16 Alpha Ratio 1.2 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Nov 19 ₹10,000 30 Nov 20 ₹11,034 30 Nov 21 ₹18,187 30 Nov 22 ₹19,620 30 Nov 23 ₹27,946 30 Nov 24 ₹36,275 Returns for Franklin India Smaller Companies Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Dec 24 Duration Returns 1 Month 4.4% 3 Month -3.9% 6 Month 0.6% 1 Year 27.2% 3 Year 27.6% 5 Year 29.6% 10 Year 15 Year Since launch 16.5% Historical performance (Yearly) on absolute basis
Year Returns 2023 52.1% 2022 3.6% 2021 56.4% 2020 18.7% 2019 -5% 2018 -17.4% 2017 43.5% 2016 10.2% 2015 9.6% 2014 89.9% Fund Manager information for Franklin India Smaller Companies Fund
Name Since Tenure R. Janakiraman 1 Feb 11 13.84 Yr. Sandeep Manam 18 Oct 21 3.12 Yr. Akhil Kalluri 8 Sep 22 2.23 Yr. Data below for Franklin India Smaller Companies Fund as on 30 Nov 24
Equity Sector Allocation
Sector Value Industrials 25.32% Financial Services 18.01% Consumer Cyclical 13.73% Health Care 9.23% Basic Materials 8.71% Technology 5.59% Real Estate 4.72% Consumer Defensive 4.37% Utility 2.71% Energy 0.86% Communication Services 0.16% Asset Allocation
Asset Class Value Cash 5.42% Equity 94.44% Top Securities Holdings / Portfolio
Name Holding Value Quantity Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Jun 14 | 5329293% ₹456 Cr 3,868,691 Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Jul 23 | ASTERDM3% ₹377 Cr 8,473,781 Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 16 | DEEPAKNTR3% ₹366 Cr 1,387,967 Karur Vysya Bank Ltd (Financial Services)
Equity, Since 31 Oct 12 | 5900032% ₹348 Cr 15,398,917 Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Oct 20 | EQUITASBNK2% ₹336 Cr 48,064,081 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 May 22 | KALYANKJIL2% ₹326 Cr 4,963,469
↓ -2,000,000 J.B. Chemicals & Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Jun 14 | JBCHEPHARM2% ₹284 Cr 1,448,723 Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 31 Jan 24 | CROMPTON2% ₹270 Cr 6,900,000 360 One Wam Ltd Ordinary Shares (Financial Services)
Equity, Since 30 Jun 23 | 360ONE2% ₹267 Cr 2,452,684 Amara Raja Energy & Mobility Ltd (Industrials)
Equity, Since 31 Dec 23 | 5000082% ₹253 Cr 1,819,819 7. HDFC Small Cap Fund
CAGR/Annualized return of 17.1% since its launch. Ranked 9 in Small Cap category. Return for 2023 was 44.8% , 2022 was 4.6% and 2021 was 64.9% . HDFC Small Cap Fund
Growth Launch Date 3 Apr 08 NAV (20 Dec 24) ₹139.012 ↓ -3.03 (-2.13 %) Net Assets (Cr) ₹33,842 on 30 Nov 24 Category Equity - Small Cap AMC HDFC Asset Management Company Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.64 Sharpe Ratio 1.36 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 300 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Nov 19 ₹10,000 30 Nov 20 ₹10,999 30 Nov 21 ₹18,727 30 Nov 22 ₹20,683 30 Nov 23 ₹28,599 30 Nov 24 ₹36,115 Returns for HDFC Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Dec 24 Duration Returns 1 Month 3.7% 3 Month -1.9% 6 Month 4.9% 1 Year 23.8% 3 Year 24.8% 5 Year 29.6% 10 Year 15 Year Since launch 17.1% Historical performance (Yearly) on absolute basis
Year Returns 2023 44.8% 2022 4.6% 2021 64.9% 2020 20.2% 2019 -9.5% 2018 -8.1% 2017 60.8% 2016 5.4% 2015 6.4% 2014 51.5% Fund Manager information for HDFC Small Cap Fund
Name Since Tenure Chirag Setalvad 28 Jun 14 10.44 Yr. Dhruv Muchhal 22 Jun 23 1.45 Yr. Data below for HDFC Small Cap Fund as on 30 Nov 24
Equity Sector Allocation
Sector Value Industrials 26.57% Consumer Cyclical 18.59% Technology 13.98% Health Care 10.99% Financial Services 10.42% Basic Materials 7.39% Communication Services 2.79% Consumer Defensive 2.04% Utility 0.43% Asset Allocation
Asset Class Value Cash 6.78% Equity 93.22% Top Securities Holdings / Portfolio
Name Holding Value Quantity Firstsource Solutions Ltd (Technology)
Equity, Since 31 Mar 18 | FSL6% ₹1,997 Cr 58,686,126
↓ -772,429 eClerx Services Ltd (Technology)
Equity, Since 31 Mar 18 | ECLERX3% ₹1,082 Cr 3,718,907 Bank of Baroda (Financial Services)
Equity, Since 31 Mar 19 | 5321343% ₹1,075 Cr 42,828,792 Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Jun 19 | ASTERDM3% ₹1,052 Cr 23,670,534
↑ 250,000 Sonata Software Ltd (Technology)
Equity, Since 31 Oct 17 | SONATSOFTW3% ₹852 Cr 13,917,530
↑ 37,641 Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Jul 23 | 5328432% ₹778 Cr 12,453,275 Eris Lifesciences Ltd Registered Shs (Healthcare)
Equity, Since 31 Jul 23 | ERIS2% ₹771 Cr 5,824,193
↓ -200,000 Great Eastern Shipping Co Ltd (Industrials)
Equity, Since 31 Jan 15 | GESHIP2% ₹706 Cr 5,472,939
↓ -150,000 Power Mech Projects Ltd (Industrials)
Equity, Since 31 Aug 15 | POWERMECH2% ₹694 Cr 2,350,662 PVR INOX Ltd (Communication Services)
Equity, Since 28 Feb 23 | PVRINOX2% ₹644 Cr 4,101,954 8. Sundaram Small Cap Fund
CAGR/Annualized return of 17.8% since its launch. Ranked 19 in Small Cap category. Return for 2023 was 45.3% , 2022 was -2.1% and 2021 was 60.3% . Sundaram Small Cap Fund
Growth Launch Date 15 Feb 05 NAV (20 Dec 24) ₹258.852 ↓ -6.19 (-2.33 %) Net Assets (Cr) ₹3,424 on 30 Nov 24 Category Equity - Small Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2 Sharpe Ratio 1.4 Information Ratio -0.59 Alpha Ratio 0.85 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Nov 19 ₹10,000 30 Nov 20 ₹11,636 30 Nov 21 ₹19,239 30 Nov 22 ₹20,068 30 Nov 23 ₹27,300 30 Nov 24 ₹34,272 Returns for Sundaram Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Dec 24 Duration Returns 1 Month 3.7% 3 Month -4.8% 6 Month 5.3% 1 Year 22.9% 3 Year 21.8% 5 Year 28.5% 10 Year 15 Year Since launch 17.8% Historical performance (Yearly) on absolute basis
Year Returns 2023 45.3% 2022 -2.1% 2021 60.3% 2020 26.2% 2019 -6.1% 2018 -29.2% 2017 55.6% 2016 -0.1% 2015 7.8% 2014 108.7% Fund Manager information for Sundaram Small Cap Fund
Name Since Tenure Rohit Seksaria 1 Nov 22 2.08 Yr. Data below for Sundaram Small Cap Fund as on 30 Nov 24
Equity Sector Allocation
Sector Value Financial Services 20.64% Industrials 19.07% Consumer Cyclical 15% Health Care 8.9% Basic Materials 8.81% Technology 7.23% Consumer Defensive 6.08% Communication Services 3.59% Real Estate 3.42% Utility 1.7% Energy 0.95% Asset Allocation
Asset Class Value Cash 4.05% Equity 95.39% Debt 0.56% Top Securities Holdings / Portfolio
Name Holding Value Quantity Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Jun 20 | MCX3% ₹119 Cr 182,432
↓ -4,971 Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | 5230252% ₹86 Cr 387,840 Greenpanel Industries Ltd Ordinary Shares (Basic Materials)
Equity, Since 31 Jul 21 | GREENPANEL2% ₹83 Cr 2,132,517 Affle India Ltd (Communication Services)
Equity, Since 31 May 21 | AFFLE2% ₹75 Cr 490,718
↑ 23,573 Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Nov 23 | ASTERDM2% ₹75 Cr 1,690,672 KSB Ltd (Industrials)
Equity, Since 31 May 14 | KSB2% ₹75 Cr 936,780 Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Jan 20 | CHOLAHLDNG2% ₹74 Cr 434,018
↓ -61,910 Rategain Travel Technologies Ltd (Technology)
Equity, Since 30 Jun 23 | 5434172% ₹74 Cr 989,246 Ujjivan Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 May 24 | UJJIVANSFB2% ₹72 Cr 18,825,767 Brigade Enterprises Ltd (Real Estate)
Equity, Since 31 Dec 12 | 5329292% ₹64 Cr 545,048
↓ -25,554 9. ICICI Prudential Smallcap Fund
CAGR/Annualized return of 13.4% since its launch. Ranked 26 in Small Cap category. Return for 2023 was 37.9% , 2022 was 5.7% and 2021 was 61% . ICICI Prudential Smallcap Fund
Growth Launch Date 18 Oct 07 NAV (20 Dec 24) ₹86.42 ↓ -1.59 (-1.81 %) Net Assets (Cr) ₹8,375 on 30 Nov 24 Category Equity - Small Cap AMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 2.04 Sharpe Ratio 1.15 Information Ratio -0.59 Alpha Ratio -2.41 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Nov 19 ₹10,000 30 Nov 20 ₹11,584 30 Nov 21 ₹19,992 30 Nov 22 ₹21,608 30 Nov 23 ₹27,846 30 Nov 24 ₹34,469 Returns for ICICI Prudential Smallcap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Dec 24 Duration Returns 1 Month 2.1% 3 Month -5.9% 6 Month -0.3% 1 Year 19.7% 3 Year 21.1% 5 Year 27.7% 10 Year 15 Year Since launch 13.4% Historical performance (Yearly) on absolute basis
Year Returns 2023 37.9% 2022 5.7% 2021 61% 2020 22.8% 2019 10% 2018 -22.4% 2017 42.7% 2016 6% 2015 0.5% 2014 50.6% Fund Manager information for ICICI Prudential Smallcap Fund
Name Since Tenure Anish Tawakley 18 Sep 23 1.21 Yr. Sri Sharma 18 Sep 23 1.21 Yr. Sharmila D’mello 30 Jun 22 2.42 Yr. Data below for ICICI Prudential Smallcap Fund as on 30 Nov 24
Equity Sector Allocation
Sector Value Basic Materials 22.14% Industrials 22.04% Consumer Cyclical 12.41% Financial Services 7.15% Health Care 6.32% Utility 4.15% Consumer Defensive 3% Technology 2.44% Real Estate 2.27% Communication Services 1.61% Energy 0.23% Asset Allocation
Asset Class Value Cash 16.25% Equity 83.75% Top Securities Holdings / Portfolio
Name Holding Value Quantity Gujarat State Petronet Ltd (Utilities)
Equity, Since 31 Jan 24 | 5327023% ₹249 Cr 6,386,844 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 23 | LT3% ₹215 Cr 593,777 TVS Holdings Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | 5200562% ₹190 Cr 152,300 Cyient Ltd (Industrials)
Equity, Since 31 Aug 18 | CYIENT2% ₹182 Cr 992,257 Cummins India Ltd (Industrials)
Equity, Since 30 Sep 23 | 5004802% ₹175 Cr 500,956 Gillette India Ltd (Consumer Defensive)
Equity, Since 31 Dec 23 | GILLETTE2% ₹174 Cr 174,908 Gujarat Pipavav Port Ltd (Industrials)
Equity, Since 31 Mar 18 | 5332482% ₹171 Cr 8,646,517
↑ 861,705 Procter & Gamble Health Ltd (Healthcare)
Equity, Since 29 Feb 24 | PGHL2% ₹170 Cr 324,908 UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Sep 23 | 5325382% ₹166 Cr 149,768 Kesoram Industries Ltd (Basic Materials)
Equity, Since 30 Apr 24 | KESORAMIND2% ₹159 Cr 7,538,679 10. SBI Small Cap Fund
CAGR/Annualized return of 20.8% since its launch. Ranked 4 in Small Cap category. Return for 2023 was 25.3% , 2022 was 8.1% and 2021 was 47.6% . SBI Small Cap Fund
Growth Launch Date 9 Sep 09 NAV (20 Dec 24) ₹179.026 ↓ -3.80 (-2.08 %) Net Assets (Cr) ₹33,285 on 30 Nov 24 Category Equity - Small Cap AMC SBI Funds Management Private Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.7 Sharpe Ratio 1.48 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Nov 19 ₹10,000 30 Nov 20 ₹12,462 30 Nov 21 ₹19,330 30 Nov 22 ₹21,618 30 Nov 23 ₹26,000 30 Nov 24 ₹33,253 Returns for SBI Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Dec 24 Duration Returns 1 Month 3.5% 3 Month -4.1% 6 Month 2.1% 1 Year 28.5% 3 Year 21.1% 5 Year 27.4% 10 Year 15 Year Since launch 20.8% Historical performance (Yearly) on absolute basis
Year Returns 2023 25.3% 2022 8.1% 2021 47.6% 2020 33.6% 2019 6.1% 2018 -19.6% 2017 78.7% 2016 1.3% 2015 20.6% 2014 110.7% Fund Manager information for SBI Small Cap Fund
Name Since Tenure R. Srinivasan 16 Nov 13 11.05 Yr. Pradeep Kesavan 31 Dec 23 0.92 Yr. Mohan Lal 1 May 24 0.59 Yr. Data below for SBI Small Cap Fund as on 30 Nov 24
Equity Sector Allocation
Sector Value Industrials 30.8% Consumer Cyclical 20.99% Financial Services 14.42% Basic Materials 9.14% Consumer Defensive 5.32% Health Care 2.18% Communication Services 1.85% Real Estate 1.65% Asset Allocation
Asset Class Value Cash 13.63% Equity 86.37% Top Securities Holdings / Portfolio
Name Holding Value Quantity Blue Star Ltd (Industrials)
Equity, Since 30 Jun 18 | BLUESTARCO3% ₹1,025 Cr 5,531,552 DOMS Industries Ltd (Industrials)
Equity, Since 31 Dec 23 | DOMS3% ₹989 Cr 3,300,000 Finolex Industries Ltd (Industrials)
Equity, Since 31 Aug 20 | FINPIPE3% ₹929 Cr 34,595,699 Kalpataru Projects International Ltd (Industrials)
Equity, Since 31 May 20 | KPIL3% ₹901 Cr 7,900,000 Chalet Hotels Ltd (Consumer Cyclical)
Equity, Since 31 Jan 19 | CHALET3% ₹865 Cr 9,716,991 E I D Parry India Ltd (Basic Materials)
Equity, Since 31 Jan 24 | EIDPARRY2% ₹800 Cr 9,324,049 SBFC Finance Ltd (Financial Services)
Equity, Since 31 Aug 23 | SBFC2% ₹776 Cr 89,318,180 City Union Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | CUB2% ₹772 Cr 43,000,000 Triveni Turbine Ltd (Industrials)
Equity, Since 31 Jan 19 | TRITURBINE2% ₹757 Cr 9,855,433 K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 30 Sep 24 | KPRMILL2% ₹754 Cr 7,700,000
तुम्ही स्मॉल कॅप फंडात गुंतवणूक का करावी?
काहीगुंतवणुकीचे फायदे स्मॉल-कॅप फंडात आहेत:
- स्मॉल कॅप्स मोठ्या कॅप्सपेक्षा अधिक लवचिक असतात. लहान कंपन्या मोठ्या कंपन्यांच्या तुलनेत लवकर बदल स्वीकारू शकतात, त्यामुळे ते स्फोटक वाढ दाखवू शकतात
- काही वेळा,स्मॉल कॅप फंड पेक्षा चांगली कामगिरी करण्याची प्रवृत्ती आहेलार्ज कॅप फंड, परंतु त्यांची अस्थिरता जास्त असू शकते
- या कंपन्या त्यांच्या विकासाच्या सुरुवातीच्या टप्प्यावर असल्याने त्या वेगाने वाढू शकतात
- स्मॉल कॅप स्टॉकची किंमत मिड कॅप आणि लार्ज कॅप स्टॉक्सपेक्षा कमी असते
- उच्च जोखमीसह उच्च परतावा मिळवण्याची क्षमता येते
स्मॉल कॅप म्युच्युअल फंडात कोणी गुंतवणूक करावी
स्मॉल-कॅप फंड स्मॉल-कॅप समभागांमध्ये आणि स्टार्टअपसारख्या छोट्या कंपन्यांमध्ये गुंतवणूक करतात, त्यांच्याकडे भविष्यातील वाढीची प्रचंड क्षमता आहे. परंतु, वस्तुस्थिती अशी आहे की स्मॉल कॅप्सच्या परताव्यात उच्च अस्थिरता असते. अशा प्रकारे, काही स्मॉल-कॅप स्टॉक्स तुमची संपत्ती नष्ट करू शकतात. तथापि, दुसऱ्या बाजूला, स्मॉल कॅप्स भविष्यात तुमची गुंतवणूक दुप्पट करू शकतात.
कंपन्यांच्या स्वभावामुळे, स्मॉल कॅप्स वाढत्या बाजारपेठेत मागे पडू शकतात आणि अगदी करू शकतातकमी कामगिरी मंदीच्या काळात. म्हणूनच, जे गुंतवणूकदार त्यांच्या गुंतवणुकीत उच्च पातळीची जोखीम सहन करू शकतात, त्यांनी फक्त विचार केला पाहिजेगुंतवणूक स्मॉल कॅप फंडांमध्ये. खराब बाजाराच्या टप्प्यात तुम्ही पडझड सहन करण्यास सक्षम असावे. जर तुम्ही अशा उच्च-जोखीम फंडांमध्ये गुंतवणूक करण्याचा विचार करत असाल, तर तुमच्या गुंतवणुकीची योजना दीर्घ कालावधीसाठी, म्हणजे अंदाजे पाच वर्षांहून अधिक काळासाठी करण्याचे सुचवले जाते. तुम्ही इक्विटी मार्केटमध्ये जितका जास्त वेळ गुंतवाल तितका चांगला नफा मिळवण्याची शक्यता जास्त असते.
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सर्वोत्कृष्ट स्मॉल कॅप इक्विटी फंडांमध्ये गुंतवणूक करण्यासाठी टिपा
स्मॉल-कॅप फंडांमध्ये गुंतवणुकीची योजना आखताना, येथे काही महत्त्वाचे पॅरामीटर्स दिले आहेत जे तुम्हाला गुंतवणुकीत उडी मारण्यापूर्वी विचारात घेणे आवश्यक आहे.
मागील कामगिरीचे मूल्यांकन करा
आदर्शपणे, जेव्हा तुम्ही म्युच्युअल फंड योजनेत गुंतवणूक करण्याचा विचार करत असाल, तेव्हा तुम्ही फंडाच्या मागील कामगिरीचे कसून मूल्यांकन केले पाहिजे. मागील पाच वर्षांचा परतावा घ्या आणि इतर चांगल्या फंडांशी तुलना करण्याचा प्रयत्न करा. बाजारातील सर्व परिस्थितींमध्ये फंडाची कामगिरी सातत्यपूर्ण असावी. तसेच, फंड त्याच्या बेंचमार्कला मागे टाकण्यास सक्षम आहे की नाही ते तपासा.
योजना दर्जेदार फंड हाऊसची असावी
तुम्ही ज्या फंड हाऊसमध्ये गुंतवणूक करू इच्छिता त्या फंड हाऊसची गुणवत्ता आणि प्रतिष्ठा पाहण्याचा सल्ला नेहमीच दिला जातो. दीर्घकालीन रेकॉर्ड असलेले फंड हाऊस, व्यवस्थापनाखालील मोठी मालमत्ता, स्टार फंड किंवा चांगली कामगिरी करणारा फंड इ. गुंतवणुकीसाठी. वित्तीय उद्योगात सातत्यपूर्ण ट्रॅक रेकॉर्डसह मजबूत उपस्थिती असलेल्या फंड हाऊसला प्राधान्य दिले पाहिजे.
फंड मॅनेजरचा अनुभव तपासा
म्युच्युअल फंड योजनेच्या कामगिरीचे श्रेय फंड व्यवस्थापकाकडे असते. फंडाच्या पोर्टफोलिओसाठी गुंतवणूकीचे निर्णय घेण्यासाठी फंड व्यवस्थापक जबाबदार असतो. म्हणून, गुंतवणूकदारांनी विशिष्ट फंड व्यवस्थापकाद्वारे व्यवस्थापित केलेल्या निधीच्या कामगिरीतून जावे, विशेषतः कठीण बाजाराच्या टप्प्यात. फंड मॅनेजर आपल्या कारकिर्दीत सातत्य राखणाऱ्या फंड मॅनेजरसाठी जाणे ही पसंतीची निवड आहे.
येथे प्रदान केलेली माहिती अचूक असल्याची खात्री करण्यासाठी सर्व प्रयत्न केले गेले आहेत. तथापि, डेटाच्या अचूकतेबद्दल कोणतीही हमी दिली जात नाही. कृपया कोणतीही गुंतवणूक करण्यापूर्वी योजना माहिती दस्तऐवजासह सत्यापित करा.
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